Meitav Investment House’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Meitav Investment House’s Portfolio SPHQ Stock Details SPHQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-183,888	Closed	-$13.4M	–	253
2025 Q3	$13.4M	Buy	183,888 +92,750	+102%	+$6.69M	0.18%	75
2025 Q2	$6.5M	Sell	91,138 -66,042	-42%	-$4.47M	0.09%	86
2025 Q1	$10.4M	Buy	157,180 +41,179	+35%	+$2.82M	0.19%	76
2024 Q4	$7.77M	Buy	+116,001	New	+$7.87M	0.13%	87
2023 Q3	–	Sell	-758	Closed	-$38.1K	–	490
2023 Q2	$38.1K	Buy	+758	New	+$36.5K	﹤0.01%	464

Other funds holding SPHQ

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Meitav Investment House's SPHQ Position: Q4 2025 in Review

Meitav Investment House sold out of Invesco S&P 500 Quality ETF (SPHQ) in Q4 2025, closing a stake of 183,888 shares — an estimated $13.4M sold.

Meitav Investment House first reported a position in SPHQ in Q2 2023 and held it in 5 quarters. The position peaked at $13.4M in Q3 2025. 713 funds tracked by Wall St. Rank hold SPHQ as of Q4 2025.

Meitav Investment House reported no remaining Invesco S&P 500 Quality ETF position as of Q4 2025 after selling out during the quarter.
Meitav Investment House sold 183,888 Invesco S&P 500 Quality ETF shares in Q4 2025, an estimated $13.4M.
Meitav Investment House first reported a position in Invesco S&P 500 Quality ETF in Q2 2023 and held it in 5 quarters.
Meitav Investment House's Invesco S&P 500 Quality ETF position peaked at $13.4M in Q3 2025.
713 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q4 2025.

Based on Meitav Investment House's 13F filing for Q4 2025, filed 10 Feb 2026.